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Aaccounts, managing about and Accounts screen's views 1 account addresses, adding 1 account information, adding 1 activities, associating with accounts 1 creating accounts 1 opportunities, adding to an accounts 1 scenario 1 activities about 1 associating with accounts 1 contact participants, specifying 1 contacts, associating with activities 1 creating activities 1 delegating activities 1 employee participants, specifying 1 general activities, adding using the Calendar view 1 applet classes, list of 1 Applet print tag 1 applets default behavior, overriding 1 form applets, designing 1 list applets, designing 1 multiple-applet views, toggling between 1 print applets, designing 1 Print buttons, configuring 1 printing, configuring 1 screen allocation 1 toggling between 1 URLs in applet fields 1 application memory, increasing 1 application-level menu about 1 architecture five layers described 1 asterisk (*), meaning in forms and applets 1 Auto Order creating order from quote 1 Order Entry - Line Items view fields 1 Order Entry - Order business component fields 1 Service Products copied fields 1 auto pop-up list using, about 1 Auto Quote about using 1 AutoQuote method values 1 creating a quote 1 quote items, adding 1 quote items, deleting 1 automatic backup after synchronization 1 BBack button, about 1 backing up data about 1 automatic backup after synchronization 1 database backup parameters, editing 1 database backup, about enabling 1 database backup, setting up 1 external media, backing up to 1 restoring data from a backup 1 restoring from a backup, about 1 troubleshooting 1 barcode scanning, preparing handheld application for 1 Billing field, about supporting 1 business component classes list of component classes 1 business components list of supported components 1 business object declarations, setting PDQ examples 1 business object filters configuring 1 buttons about and behavior 1 Ccalendar customizing, about 1 viewing 1 Calendar view using to add general activities 1 Cell print tag 1 client installation, troubleshooting backup and restore 1 performance troubleshooting 1 columns, working with 1 Comment print tag 1 CompactFlash card backing up to, about 1 handheld application, about installing from 1 installation, setting up on 1 stand-alone installer, creating 1 Companion Sync administration of 1 Companion Synchronization checklist, using to troubleshoot 1 handheld application, using to install 1 handheld, using with 1 log files, using for troubleshooting 1 note, synchronizing to the Siebel Server 1 using to deploy patches 1 companion synchronization server, described 1 configuration file See also Specifying Views for the Handheld Application default views, specifying 1 directives, about 1 configuring Siebel Handheld client 1 Web Client and Handheld Client, differences in configuring 1 conflicts See Preventing Synchronization Transaction Conflicts with Siebel Handheld Contacts screen views accessing to manage contacts 1 contacts, managing about 1 activities, associating with contacts 1 adding contacts 1 contact participants, specifying 1 Contacts screen views, accessing to manage contacts 1 opportunities, associating contacts with 1 opportunity, associating with a contact 1 scenario 1 customer relationships, managing about 1 activities, about 1 activities, delegating 1 activity, creating 1 contact participants, specifying 1 contacts, associating with activities 1 employee participants, specifying 1 general activities, adding using the Calendar view 1 scenario 1 Ddata automatic backup after synchronization 1 backing up, about 1 columns, working with 1 Companion Synchronization, synchronizing handheld client for 1 Companion Synchronization, using with handheld 1 Direct Server Synchronization, using with handheld client 1 entering, about 1 exporting 1 Find, about using 1 queries, about 1 queries, creating 1 queries, executing 1 queries, refining 1 restoring data from a backup 1 Siebel Handheld Synchronization, using with handheld client 1 synchronizing data, about 1 data filtering developing data filters, steps 1 pick applet, data filtering for 1 Sales Handheld PDQ filters 1 database backups about 1 automatic backup after synchronization 1 database backup parameters. editing 1 enabling, about 1 restoring data from a backup 1 setting up database backups 1 troubleshooting 1 DDvP See Handheld Synchronization Servers default sync filters, about 1 deleting quote line items 1 Direct Server Sync via Proxy, about 1 Direct Server Synchronization See also Stand-Alone Deployments about 1 about and diagram 1 checklist, using to troubleshoot 1 described 1 handheld application, using to install 1 handheld client, using with 1 log files, using for troubleshooting 1 network performance, troubleshooting 1 patches, using to deploy 1 server performance, troubleshooting 1 Direct Server Synchronization (DDS) infrastructure DDS components, about installing 1 DSS object manager configuration file, editing 1 hardware and network configuration, recommended 1 multiple synchronization servers, using 1 planning, about 1 server logging levels, configuring 1 server process management, optimizing 1 server topology overview 1 Siebel Server installer, using 1 synchronization performance and scalability, about 1 synchronization security, about 1 direct synchronization server, described 1 Divider print tag 1 documents, defining 1 downloading patches 1 drilldowns, about 1 DSS object manager configuration file, editing 1 dynamic hyperlink, about 1 Eellipsis, and expandable fields 1 employee participants, specifying 1 end user error messages EndofLine print tag 1 error data, accessing 1 error messages errors general synchronization errors 1 synchronization transaction conflicts 1 expenses, tracking detailed line items, adding 1 expense report, creating 1 expense report, submitting 1 procedures, about 1 exporting data 1 extended insert processing about and synchronization 1 enabling 1 extended pick processing about and synchronization 1 enabling 1 external media backing up to 1 handheld application, about installing from 1 stand-alone installer, creating 1 Ffeatures, new 1 Find about using 1 Footer print tag 1 form applets, configuring about 1 designing, about 1 group boxes, about 1 labels, about 1 layout sequence 1 Format print tag 1 Forward button, about 1 Ggeneral sync filters, about 1 GetCount print tag 1 GetDate print tag 1 GetField print tag 1 GetRegistry print tag 1 GetTime print tag 1 GetTotal print tag 1 global user properties, list of 1 GotoView method, using 1 group boxes, about configuring 1 guidelines Siebel Handheld client screen, about designing for 1 Siebel Handheld client, configuration guidelines 1 Siebel Handheld, recommended configuration guidelines 1 Hhandheld device logs list of log files 1 synchronization errors, logging 1 handheld interface See Components of the Siebel Handheld Interface Header print tag 1 help Siebel Expert Services, about using 1 Siebel Professional Services, about using 1 History arrows, about 1 Home Page applet, using 1 Hotel expense tax itemization about supporting 1 hyperlinks, about 1 Iinstalling barcode scanning, preparing handheld application for 1 CompactFlash card. setting up installation on 1 Companion Sync, using to deploy patches 1 database backup parameters, editing 1 Direct Server Sync, using to deploy patches 1 Direct Server Sync, using to install handheld application 1 external media, about installing from 1 external media, backing up to 1 install directory, changing 1 patches, about distributing 1 patches, downloading 1 print templates in the Install directory 1 process of installation 1 read-only files, changing attributes 1 reinstalling the handheld application 1 restart parameter, setting 1 restoring from a backup, about 1 setup.ini file, editing 1 software on handheld. about 1 stand-alone installer, creating 1 SyncURL, changing 1 uninstalling handheld application 1 upgrade kits, creating to remotely deploy patch files 1 upgrading the handheld application 1 user database backup, about enabling 1 user database backup, setting up 1 using Companion Sync users to install handheld application 1 Integrated Sync handheld client, synchronizing for Companion Synch 1 synchronizing data, and 1 interface application-level menu 1 components, about and diagram 1 expandable fields 1 Minimize button 1 More Info view, navigation level 1 Queries drop-down list 1 screens menu, about 1 screens menu, navigation level 1 Show drop-down list, about 1 Show drop-down list, navigation level 1 Siebel toolbar, about 1 Siebel toolbar, customizing 1 status bar 1 toggling between applets 1 URLs in applet fields 1 Llabels, about configuring 1 list applets, configuring about 1 designing, about 1 recommended strategy 1 log files Companion Sync logs, using for troubleshooting 1 Direct Server Sync logs, using for troubleshooting 1 handheld device logs, using for troubleshooting 1 MMarginBottom parameter 1 MarginLeft parameter 1 MarginRight parameter 1 MarginTop parameter 1 Maximize Minimize Applet button, about 1 media external media, backing up to 1 handheld application, about installing from external media 1 stand-alone installer, creating 1 memory, increasing 1 menu bar, about 1 methods AutoOrder method 1 AutoQuote method fields 1 AutoQuote method values 1 Mileage expense type about supporting 1 Minimize button, about 1 More Info View navigation level 1 multiple synchronization servers about using 1 Multi-Value Group applet, support of 1 Nnaming conventions, about 1 network performance, about 1 new features 1 Oopportunities adding to an account 1 contact, associating with an opportunity 1 contacts, associating with an existing opportunity 1 creating opportunities 1 defined and examples 1 opportunity quotes, about 1 product, associating with an opportunity 1 sales methods, about 1 scenario 1 orders, managing about 1 Auto Order, creating orders from quote 1 manually create an order 1 order line items, adding 1 terms and totals, adding 1 PPage Break print tag 1 PaperHeight parameter 1 PaperSize parameter 1 PaperWidth parameter 1 parent form applet, about 1 PatchAgent, about 1 patches Companion Sync, using to deploy patches 1 Direct Server Sync, using to deploy patches 1 distributing, about 1 downloading 1 read-only files, changing attributes 1 synchronizing data, and 1 upgrade kits, creating to remotely deploy patch files 1 PDQ filters, administration Companion Sync, about 1 Direct Server Sync mode, about 1 PDQs Queries drop-down list, and 1 performance application memory, increasing 1 client performance, about 1 handheld screen, about designing for 1 improving by identifying user activities 1 improving performance, about 1 network performance, about 1 server performance, about 1 SQLTrace and synchronization 1 pick applets, data filtering for about 1 business object declarations, setting examples 1 configuration file directives 1 Popup Visibility Type setting, overriding 1 visibility, designating 1 Picture print tag 1 pop-up lists auto pop-up lists, about using 1 Popup Visibility Type setting, overriding 1 predefined queries Queries drop-down list, and 1 Predefined Queries (PDQs) general and default PDQ filters, described 1 preferences setting user preferences 1 print applets designing, about 1 Print buttons, configuring 1 print tagging language See Overview of Siebel Handheld Print Tagging Language print templates Applet print tag 1 Cell print tag 1 Comment print tag 1 creating print templates 1 Divider print tag 1 EndofLine print tag 1 Footer print tag 1 Format print tag 1 GetCount print tag 1 GetDate print tag 1 GetField print tag 1 GetRegistry print tag 1 GetTime print tag 1 GetTotal print tag 1 Header print tag 1 Install directory. installing in 1 Page Break print tag 1 Picture print tag 1 print template file, creating overview 1 SetVariable print tag 1 Static Text print tag 1 Title print tag 1 variables, example using in template 1 views, associated with 1 PrinterBaudrate parameter 1 PrinterCompressed parameter 1 PrinterDensity parameter 1 PrinterDither parameter 1 PrinterDraftMode parameter 1 PrinterFormFeed parameter 1 PrinterHandshake parameter 1 PrinterOrientation parameter 1 PrinterPort parameter 1 PrinterType parameter 1 printing handheld application, printing with 1 quotes 1 printing, configuration settings default printing settings, list of 1 MarginBottom parameter 1 MarginLeft parameter 1 MarginRight parameter 1 MarginTop parameter 1 PaperHeight parameter 1 PaperSize parameter 1 PaperWidth parameter 1 parameters and syntax 1 PrinterBaudrate parameter 1 PrinterCompressed parameter 1 PrinterDensity parameter 1 PrinterDither parameter 1 PrinterDraftMode parameter 1 PrinterFormFeed parameter 1 PrinterHandshake parameter 1 PrinterOrientation parameter 1 PrinterPort parameter 1 PrinterType parameter 1 printing, configuring about 1 applet, configuring for printing 1 documents, defining 1 form applets, designing 1 list applets, designing 1 print applets, designing 1 Print buttons, configuring 1 print templates, creating 1 products associating with an opportunity 1 projects naming conventions, and 1 Qqueries about using 1 creating a query 1 executing 1 refining 1 Queries drop down list, about 1 quotes, developing about 1 Auto Order, creating from quote 1 Auto Quote, about using 1 Auto Quote, creating a quote 1 creating quotes 1 developing quotes scenario 1 opportunity quotes, about 1 printing quotes 1 quote item, adding 1 quote item, deleting 1 Rread-only files changing attributes for upgrade kits 1 record navigation buttons 1 records, navigating a list of about 1 Back and Forward buttons 1 History arrows 1 record navigation buttons 1 reinstalling the handheld application 1 reports expense report, creating 1 expense report, submitting 1 views, associated with 1 repository compiling 1 restart parameter, setting 1 restoring data from a backup 1 troubleshooting 1 SSales Handheld PDQ filters about 1 sales methods, about 1 screens designing screens for Siebel Handheld, about 1 screen allocation 1 views, list of 1 screens menu about 1 navigation level 1 scripting deactivating scripts, about 1 user interface methods, calls to 1 server installation Direct Server Synchronization (DDS), about installing 1 Direct Server Synchronization (DDS), using Siebel Server installer 1 DSS object manager configuration file, editing 1 hardware and network configuration, recommended 1 multiple synchronization servers, using 1 planning for, about 1 server logging levels, configuring 1 server process management, optimizing 1 server topology overview 1 synchronization performance and scalability, about 1 synchronization security, about 1 server logging levels, configuring 1 server performance, troubleshooting 1 server process management, optimizing 1 ServiceCE Generic, about 1 setup.ini file, editing 1 SetVariable print tag 1 Shipping field, about supporting 1 Show drop-down list about 1 navigation level 1 Siebel Anywhere using to create upgrade kits 1 Siebel eScript issues and validation 1 Siebel Expert Services about using 1 Siebel Handheld Client application memory, increasing 1 auto-pop-up list, using 1 compiling the repository 1 configuration guidelines 1 configuration guidelines, recommended 1 Direct Server Synchronization, using with handheld client 1 form applets, about configuring 1 general synchronization errors 1 handheld screen, about designing for 1 Home page applet, about 1 hyperlinks, about 1 improving performance, about 1 list applets, configuring 1 menu bar, about 1 Multi-Value Group applet, support of 1 printing, configuring 1 process of configuring 1 scripting, about 1 Siebel Web Client, differences in configuring 1 status bar, about 1 synchronization conflicts, preventing 1 synchronization transaction conflicts 1 synchronizing for Companion Synch 1 testing the handheld application 1 toolbars, about 1 unsupported functions 1 user functionality, defining 1 user interface elements, about configuring 1 Siebel Handheld projects about creating and naming conventions 1 Siebel Handheld Synchronization application memory, increasing 1 Companion Synchronization, using with handheld 1 Direct Server Synchronization, using with handheld client 1 general synchronization errors 1 handheld client, synchronizing for Companion Synch 1 handheld client, using 1 improving performance, about 1 synchronization transaction conflicts 1 Siebel Handheld upgrade kit creating upgrade kit 1 read-only files, changing attributes 1 Siebel Mobile Web Client Companion Sync, using to deploy patches 1 installation, about 1 read-only files, changing attributes for upgrade kits 1 upgrade kit, creating 1 Siebel Professional Services about using 1 Siebel Server installer DSS component, using to install 1 DSS object manager configuration file, editing 1 server logging levels, configuring 1 server process management, optimizing 1 Siebel toolbar about 1 customizing 1 Siebel Visual Basic (VB) issues and validation 1 Siebel Web Client Multi-Value Group applet, support of 1 scripting, issues and validation 1 Siebel Handheld client, differences in configuring 1 unsupported functions 1 signature capture enabling, about and screen capture buttons 1 signature capture applet control user properties 1 software about installing on handheld 1 SQLTrace, enabling 1 .SRF file compiling repository file 1 stand-alone installer, creating 1 Static Text print tag 1 status bar application window, appears at bottom of 1 toolbar, located above 1 submitting expense report 1 synchronization Direct Server Sync via Proxy, about 1 Direct Server Sync, about and diagram 1 methods and architecture 1 overview 1 servers, types of 1 synchronization, conflict handling and recovery about 1 error data, accessing 1 extended insert pick processing, about 1 extended insert pick processing, enabling 1 extended pick processing, about 1 extended pick processing, enabling 1 synchronizing application memory, increasing 1 automatic backup after synchronization 1 Companion Synchronization, using with handheld 1 data, about 1 Direct Server Synchronization, using with handheld client 1 general synchronization errors 1 handheld client, synchronizing for Companion Synch 1 handheld synchronization errors, logging 1 improving performance, about 1 multiple synchronization servers, using 1 performance and scalability, about 1 resynchronization problems, troubleshooting 1 security, about 1 Siebel Handheld Synchronization, using with handheld client 1 synchronization conflicts, preventing 1 transaction conflicts 1 troubleshooting, about problems caused by 1 SyncURL, changing 1 Ttechnical support Siebel Expert Services, about using 1 Siebel Professional Services, about using 1 templates print templates, creating 1 print templates, views associated with 1 terms, adding to order line items 1 testing the handheld application 1 timeout parameter Windows 2000, changing on 1 Windows NT, changing on 1 Title print tag 1 toggling between applets 1 toolbars about 1 configuring 1 customizing 1 toolbar functions 1 totals, adding to order line items 1 troubleshooting client installation, backup, and restore 1 client performance, about 1 Companion Sync checklist, using 1 Companion Sync log files 1 Direct Server Sync checklist, using 1 Direct Server Sync log files 1 general synchronization errors 1 handheld device logs 1 network performance, about 1 resynchronization problems 1 server performance, about 1 Siebel Expert Services, about using 1 Siebel Professional Services, about using 1 SQLTrace, enabling 1 synchronization transaction conflicts 1 synchronization, about problems caused by 1 timeout parameter, changing on Windows 2000 1 timeout parameter, changing on Windows NT 1 Uui See Configuring User Interface Elements in Siebel Handheld uninstalling the handheld application 1 upgrade kits creating to remotely deploy patch files 1 read-only files, changing attributes 1 upgrading handheld application 1 preparing to upgrade 1 URLs in applet fields, 1 user functionality, defining about 1 user interface elements, configuring about 1 auto pop-up lists, about using 1 buttons, about and behavior 1 form applets, about configuring 1 Home Page applet, about 1 hyperlinks, about 1 list applets, about configuring 1 menu bar, about 1 status bar, about using 1 toolbars functions 1 toolbars, about configuring 1 user interface methods calls to business component script 1 user preferences about customizing 1 user properties global user properties, list of 1 list of 1 Vviews default behavior, overriding 1 designing views for Siebel Handheld, about 1 drill-down only 1 new views, adding 1 print templates or reports, associated with 1 visibility, designating 1 WWeb server timeout errors timeout parameter, changing on Windows 2000 1 timeout parameter, changing on Windows NT 1 Windows timeout parameter, changing on Windows 2000 1 timeout parameter, changing on Windows NT 1 |
Siebel Sales Handheld Guide |